Lyell Wealth Management

Customized investment management
and comprehensive financial planning services

WE ARE EXPERTS

Our principals' experienced, complementary backgrounds allow us to provide relevant counsel on a broad range of financial issues.

WE ARE INDEPENDENT

As an employee-owned company with no products, Lyell offers objective, open-platform advice and investment solutions.

WE ARE ACCESSIBLE

Lyell anticipates and reacts to our clients' needs on their timeframes.
We prioritize client communication and access.

WE ARE FULL-SERVICE

Lyell advises on every element of our clients' financial lives. Investment management. Tax planning. Trusts and Estate. Retirement.
Company Stock. Name a financial issue, and we can help.

WE ARE COMMUNITY

Lyell is deeply committed to and involved with a wide range of local and charitable causes. We dedicate time and funding support to these worthwhile non-profit activities.

    ABOUT US

    Lyell Wealth Management is an independent wealth management firm headquartered in Menlo Park, CA.

    We specialize in extensive financial planning and customized investment management for high-net worth individuals and families.

    We work in a collaborative environment which delivers to our clients the collective knowledge, expertise, and insights of the Firm’s professionals.

    As a fiduciary, we are legally obligated to invest with our clients’ best interests in mind.

    OUR SERVICES & EXPERTISE

    Our team’s broad skillset, experience, and resources help clients make optimal financial decisions.

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    INVESTMENT MANAGEMENT

    Customized, tax-efficient investing that incorporates our clients’ specific financial needs and goals.

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    Financial Planning

    In-depth tools and experienced guidance to help clients toward desired outcomes, such as financial independence, asset protection, philanthropy and generational wealth transfer.

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    PHILANTHROPIC PLANNING

    Guide clients toward achieving charitable gifting goals – in the present and posthumously.

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    ESTATE PLANNING

    Advise on multi-generational gifting and inheritance, HealthCare Directives, and Guardianships.

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    LIFE TRANSITIONS

    Help clients navigate life events that have material financial implications.

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    TAX PLANNING

    Expertise to proactively analyze and recommend strategies to optimize clients’ income tax situation.

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    INSURANCE & RISK MANAGEMENT

    Focus on asset protection to keep what you have. Our clients have often achieved a net worth that exceeds their insurance coverage.

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    EXECUTIVE COMPENSATION

    Create tax- and market-aware frameworks for clients to reduce concentrated equity holdings as well as optimize tax outcomes for Restricted Stock and options.

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    BUSINESS OWNER ADVISORY

    Identify key issues for executives planning an exit or liquidity event.

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    OUR TEAM

    We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.

    Matt Bennitt
    Matt Bennitt
    Jeff Berry
    Jeff Berry
    Nancy Tuck
    Nancy Tuck
    Kevin Connell
    Kevin Connell
    Peri Soyugenc
    Peri Soyugenc
    Anna Wong
    Anna Wong
    Joanna Levasseur
    Joanna Levasseur
    Todd Shimada
    Todd Shimada
    Francesca Faoro
    Francesca Faoro
    Katherine Hill
    Katherine Hill
    Lisa Sanchez
    Lisa Sanchez

    PERSPECTIVES

    Lyell periodically publishes a newsletter that shares our current economic and market thinking along with insightful charts, graphs, and tables.

    2024 Snapshots

    September 18, 2024

    Lyell Wealth Management invests substantial resources in proprietary research in order to distinguish real economic and market data from the narratives pushed by the advertising-driven financial media. We periodically publish a Snapshots issue that compiles charts and tables that we think are interesting and relevant. While there may not be
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    Top Heavy

    June 21, 2024

    Lyell Wealth Management tracks its clients’ U.S. stock performance relative to the S&P 500 Index (“S&P”). The S&P is, however, weighted by market capitalization. A market-capitalized index means the most valuable companies have a disproportionate impact on the return calculation and may not necessarily reflect overall stock market conditions. This
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    The Real Thing

    March 10, 2024

    The March 23, 2023 public launch of ChatGPT-4 has fueled widespread “Artificial Intelligence (“AI”)” enthusiasm from consumers, businesses, and investors alike. AI has rapidly become a major focus for capital investment and a correspondingly dominant stock market narrative. Excitement is primarily around “Generative AI” which creates text, images, video, audio
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    Unsustainable

    December 7, 2023

    The U.S. federal government officially ran a $1.7 trillion budget deficit in fiscal 2023, which ended in September. The accounting around the timing and amount of student loan forgiveness programs understated what was actually a cash deficit of $2 trillion (Chart 1). Either of the above annual deficit figures exceeds
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    WHY LYELL?

    Mt. Lyell is the highest mountain in Yosemite and can only be reached with considerable energy and sacrifice. Lyell’s ice field, whose foundation is a glacier, represents the subtle juxtaposition of stability and change. The peak is named after Sir Charles Lyell, a geologist and significant contributor to Charles Darwin’s theories on evolution, including that the Earth was shaped by the same processes still in operation today.

    Lyell is an apt name for our Firm. Achieving financial independence requires patience, determination and stamina. And it requires a guide that can help every step of the way as life, needs and objectives evolve. Lyell provides financial counsel and proactive investment management, so our clients can climb as far and as high as they aspire.